Position in VZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$234,055
-$53,741 QoQ
Shares Held
5,528
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,625
of 3,124 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Trek Financial, LLC holds $4,018,281 across 6 Telecom Services names. VZ ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
10,686 | $1,792,362 | |
| 2 | TIGO |
Millicom International Cellular SA
|
9,795 | $888,994 | |
| 3 | SHEN |
Shenandoah Telecommunications Co/Va/
|
29,896 | $450,831 | |
| 4 | T |
At&T Inc.
|
20,644 | $427,330 | |
| 5 | VZ |
Verizon Communications Inc
This page
|
5,528 | $234,055 | |
| 6 | KT |
Kt Corp
|
13,004 | $224,709 |
All Filings in VZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,055 | 5,528 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $287,796 | 5,733 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $221,693 | 5,443 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $278,379 | 6,334 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $369,266 | 8,534 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $404,021 | 8,907 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $395,702 | 8,811 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $226,820 | 5,500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $271,397 | 6,468 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $533,304 | 14,146 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $629,531 | 19,424 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $769,795 | 20,699 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $772,977 | 19,876 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $767,866 | 19,489 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $566,892 | 14,930 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $950,902 | 18,737 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $912,539 | 17,914 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,187,078 | 22,846 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,192,108 | 22,072 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,045,687 | 18,663 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,034,895 | 17,797 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $755,995 | 12,868 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $454,384 | 7,638 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $420,531 | 7,628 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $440,478 | 8,198 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||